See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,585 | $68,719-67.1% | $91,541-75.3% | $84,808-73.4% |
| Participation rate | 32.4% | 64.5%-32.1pp | 69.8%-37.3pp | 68.3%-35.9pp |
| Annual return | 17.13% | 19.12%-2.0pp | 20.50%-3.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $613 | $1,920-68.1% | $2,505-75.5% | $2,631-76.7% |
| Participant deferral / active EE | $1,180 | $3,136-62.4% | $4,008-70.6% | $4,212-72.0% |
| Admin fee / account holder | $576 | $5,786-90.0% | $6,956-91.7% | $7,344-92.2% |